Refund and cancellation policy
Eligibility
Fees relate to advisory and benchmarking engagements such as Peer Cohort Benchmarking, Category Margin Reviews, New Store Format Briefs, and Leadership Benchmarking Workshops. This site does not sell physical goods or software subscriptions.
Deposits
Engagements typically require a deposit stated in the written estimate, often 30–50% of the agreed fee, to reserve visit windows and analyst time. The balance is due on delivery of the findings pack or workshop completion unless otherwise agreed.
Cancellation by the client
If you cancel more than 14 days before the first scheduled store visit or workshop date, we refund the deposit minus any documented third-party costs already incurred (for example long-distance travel booked at your request).
Cancellations between 7 and 14 days before the first visit: 50% of the deposit may be retained for preparation already completed.
Cancellations within 7 days of the first visit, or after fieldwork has started: the deposit is non-refundable, and work completed to date is invoiced on a pro-rata basis.
Rescheduling
You may reschedule once without charge if you give at least 7 days’ notice and alternative dates are available within 60 days. Later or repeated reschedules may incur a scheduling fee up to 10% of the engagement fee.
No-shows
If key client contacts are unavailable for a confirmed visit or workshop without timely notice, that session is treated as delivered for fee purposes, and a new session is quoted separately.
Work already started
Once cohort matching, store walks, or analysis has begun, refunds apply only to unused portions of the engagement, calculated against the original scope. Completed modules (for example a finished category memo) are non-refundable.
Materials and preparation
Printed briefing packs and custom pre-read materials prepared for a workshop are non-refundable once produced.
Refund process and timing
Email refund requests to hello@workspace-birchfield.click with your engagement reference. Approved refunds are processed within 14 business days to the original payment method or bank transfer used for the deposit.
Exceptions
If we cancel an engagement for reasons within our control and cannot offer a suitable alternative date, you receive a full refund of amounts paid for undelivered work.